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Shp Etf Trust shares owned by Brown Financial Advisors

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Brown Financial Advisors from 13F filings

Historical chart of Brown Financial Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Brown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 164k 51.23
2024-06-30 $279k 5.6k 50.15

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Protn (TJUL)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Brown Financial Advisors

Top funds holding Shp Etf Trust

International Assets Investment Management
Gradient Investments
LPL Financial
Stifel Financial
Brown Financial Advisors
Mml Investors Services
Private Advisor
Renaissance Technologies
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Commonwealth Equity Services
Smith, Moore & Co.

View all funds holding Shp Etf Trust